May 25, 2017

About Austin Fey

+Austin Fey is a wealth manager, on the marketing team, and wears several other hats at Marotta Wealth Management, Inc. In her spare time, Austin can be found singing and drawing (occasionally at the same time). Favorite composer: Bach.

Radio Interview: Health Savings Accounts

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David John Marotta was interviewed on radio’s The Schilling Show discussing Health Savings Accounts and the recent Healthcare bill.

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Radio: Tax Planning Season

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When you finish your tax preparation, it is time to begin tax planning.

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What is the 5-Year Roth Rule?

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You can’t touch the earnings on your contributions until you’ve had an account open for 5 years and you’re either over age 59 ½ or you meet special exceptions.

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Radio: What Does “Trickle-Down Economics” Mean to Liberals and Conservatives?

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David John Marotta was interviewed on the Schilling Show discussing trickle-down economics and taxes.

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Radio: What’s the Difference Between Obstruction and Resistance?

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David John Marotta was interviewed on the radio 1070′s Schilling Show discussing the difference between obstruction and resistance.

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Radio: The Politics of Kindness

Radio: The Politics of Kindness

David John Marotta was interviewed recently on the Schilling Show discussing the politics of kindness and the difference between intentions and outcomes.

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2017 Tax Tables

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If you’re doing some tax planning this year, here is a quick guide to the brackets.

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Radio: Why Corporate Tax Rates Should Be Lowered

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David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing corporate tax rates, and why they should be lowered.

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Retirement Plan and Health Savings Plan Limits for 2017

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Every year the IRS releases new limits for how much you can contribute to Individual Retirement accounts and Health Savings accounts for the tax year.

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2017 Estate and Gift Tax Limits

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Neither party has to pay taxes on gifts up to this gifting limit, and the limit remains unchanged from 2016.

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Radio: Why is the Media Liberal?

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Listen to a discussion on why journalists are usually liberal-leaning and what that means for reporting the news in America.

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2017 Employer-Sponsored Retirement Plan Limits

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Here are the limits for how much you and your employer can contribute to retirement accounts on your behalf.

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The Minimalist Budget

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If you want to be really minimalist about your budgeting, here’s what we suggest: the 65-25-10 rule.

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Avoid Age Appropriate Money Mistakes

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Every decade of life brings new financial challenges. Try to avoid these common pitfalls.

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How Can I Give Away Money from My IRA?

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What if you do not need all the money from your RMD and you are also charitably inclined?

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Radio: Should You Pay More Tax Than Legally Required?

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Is there morality that supersedes legally abiding by the tax code?

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How Much Can I Give Away to Charity This Year?

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If you give away more than 50% of this year’s income, you cannot deduct it this year, but you can carry it forward for up to 5 years.

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Fixing 401(k) Rollover Mistakes

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The IRS has a rule that if you are doing a rollover for a 401(k), you have 60 days to complete that process. But what if you experience a tragedy and can’t finish on time?

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Radio: Should the Government Use Force to Make College Education Free?

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David John Marotta was interviewed on radio’s Schilling Show discussing the relationship between the government and college education.

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Don’t Forget to Rebalance All Your Assets

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It can be easy to forget about your company’s 401(k) because you aren’t depositing the money yourself, your pre-tax contributions are deducted from your paycheck and are electronically deposited by your employer.

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How Much Can I Contribute to My Retirement Accounts?

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With many types of retirement accounts available, it can be difficult to keep track of how much you can put away where, especially if you are eligible to contribute to multiple accounts.

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Why Would You Intentionally Realize Capital Gains?

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When you sell an investment that has appreciated, the IRS looks at your tax rate and taxes the gains accordingly.

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Comparing Donor-Advised Funds

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Which company should you choose when you’re opening a donor-advised fund?

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Radio: The Importance of Real Estate

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David John Marotta was interviewed on radio’s Schilling Show discussing real estate and its importance in your total net worth.

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How Much Can I Withdraw in Retirement?

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We have calculated safe withdrawal rates for ages 0 to 100 based on age-appropriate asset allocation mixes.

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Family Financial Lifecycle

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Before the children arrive, squirrel away some money. When the children go out on their own you get one last chance to save for retirement.

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Radio: Nine Ways to Secure Your Finances

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Here are nine steps you should take to make it more difficult for criminals and identity thieves to steal your personal information.

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Testamentary Donor Advised Funds

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An easy estate workaround is to set up a Donor Advised Fund as a Testamentary fund, meaning you aren’t funding it yet, but it will be funded upon your death.

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Investing in a Donor Advised Fund

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There are several strategies for using a donor advised fund which will help determine your asset allocation.

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Slow and Steady Wins the Race

Slow and Steady Wins the Race

You can learn a lot about financial management from snapping turtles.

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Investing 101: Things to Think About Before You Invest

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With a little preparation, you can save and invest over your lifetime to meet your financial goals and dreams.

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Radio: Budgeting Benefits

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Having a budget as a boundary for your spending gives you the freedom to work within that boundary, and keeps you on track to save for your goals.

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What To Do With That First Paycheck

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You probably know that you should spend less than you earn, but that is only part of the equation.

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Inflation Illustrated

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We tracked the price of a first class stamp over the last 130 years, noting the changes, to show the steady erosion in buying power during that time.

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Radio Interview: The Burden of Government Taxation

Radio Interview: The Burden of Government Taxation

David John Marotta was recently interviewed on radio 1070 WINA’s Schilling Show, discussing taxation and the burden of government.

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A Year of Financially Healthy Habits

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It is the season of spring cleaning, so here’s a calendar of ways to clean up your finances one step at a time.

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Financial Planning Beyond Your Wedding Day

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In addition to registering for a blender and picking floral arrangements, make sure that your marriage has the financial accounts and monetary habits necessary to meet your shared financial goals.

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Can I Contribute to my Roth IRA?

Can I Contribute to my Roth IRA?

There are some cases that are not as straightforward and if you fall into these categories, you might not know whether or not you are allowed to contribute to a Roth IRA.

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Radio: Three Investing Mistakes

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David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing three big investing mistakes.

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Radio: Market Returns for 2015

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David John Marotta was interviewed on the Schilling Show discussing how the markets performed last year and lists 4 mistakes to avoid.

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Four Things You Can Do with Your Roth Before April 15

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If you have not yet funded your Roth account for 2015, it is not too late!

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Why You Should Give Appreciated Stock Instead of Cash

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Giving appreciated stock not only allows you to support your favorite charity but also avoid paying capital gains tax on your gifted stock.

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Radio Interview: Wills, Estates, and Beneficiaries

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David and host Rob Schilling discuss what estate planning is, why you want to do it, and explain some of the jargon.

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2016 Employer-Sponsored Retirement Account Limits

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Here are the limits for how much your employer can add to retirement accounts on your behalf.

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Radio: Financial Planning for Buying a Home

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David John Marotta was interviewed on WINA’s “Real Estate Matters” show with Michael Guthrie, talking about how it is still a good time to buy a house.

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2016 Retirement Plan Limits

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Knowing how much you can contribute to your retirement accounts is important.

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Radio Interview: Financial Gift Giving

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David John Marotta was interviewed recently on radio 1070 WINA’s Schilling Show discussing financial Christmas gifts.

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2016 Tax Facts

2016 Tax Facts

Here’s a quick guide to the tax brackets and some other useful information for 2016.

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Trust Protections from Creditors and Spendthrift Beneficiaries

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The beauty of trusts is that they are very flexible, and an estate lawyer can help you craft a document that will follow your wishes and give you peace of mind.

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October 2015 and Year-to-Date Returns for Our 6 Asset Classes

Q3 2015 6 Asset Class Returns

October showed a sharp reversal of the movements of Resource Stocks.

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